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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

721 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.79%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
60
Increased
283
Reduced
212
Closed
37
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$8K

Top Buyers

1
CM
Churchill Management
California
+$173M
2
LPL Financial
LPL Financial
California
+$56.5M
3
Bank of America
Bank of America
North Carolina
+$56.1M
4
MFG
Merit Financial Group
Georgia
+$56M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$78.4M
2
EAM
Empirical Asset Management
Massachusetts
-$25.5M
3
AP
Americana Partners
Texas
-$25.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$18.5M
5
CIM
Confluence Investment Management
Missouri
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
626
Sage Mountain Advisors
Georgia
$60.7K +$9.04K +98 +18%
AWM
627
Abound Wealth Management
Tennessee
$60K -$2.58K -28 -4%
TC
628
Truvestments Capital
Florida
$60K – – –
FF
629
Finley Financial
Nevada
$56.8K – – –
FAM
630
Flaharty Asset Management
Florida
$56.6K +$56.6K +613 New
BCWM
631
Bartlett & Co Wealth Management
Ohio
$56.4K – – –
NS
632
NBC Securities
Alabama
$55K +$55K +602 New
MBFW
633
Morton Brown Family Wealth
Pennsylvania
$53.3K – – –
BWL
634
Bogart Wealth LLC
Virginia
$47.9K – – –
AG
635
AmeriFlex Group
Nevada
$47.4K +$461 +5 +1%
PCTC
636
Perkins Coie Trust Company
Washington
$47.3K – – –
MFT
637
Moisand Fitzgerald Tamayo
Florida
$46.6K – – –
CWP
638
Concord Wealth Partners
Virginia
$45.9K +$185 +2 +0.4%
WCM
639
Winthrop Capital Management
Indiana
$45K – – –
TFGT
640
TS Financial Group (TSFG)
Illinois
$45K – – –
NCM
641
Northwest Capital Management
Oregon
$40.9K – – –
SWIM
642
Smallwood Wealth Investment Management
New Jersey
$40.9K +$40.9K +442 New
HC
643
Hoese & Co
Minnesota
$40.7K – – –
AA
644
Ancora Advisors
Ohio
$40.1K – – –
SIS
645
Sound Income Strategies
Florida
$39.5K +$39.5K +428 New
BONH
646
Bank of New Hampshire
New Hampshire
$39K – – –
Franklin Resources
647
Franklin Resources
California
$38.3K – – –
GWSG
648
GPS Wealth Strategies Group
Colorado
$37.5K -$3.5K -38 -9%
CAWM
649
Capital A Wealth Management
Pennsylvania
$37.2K +$31.7K +343 +572%
HIMS
650
Hager Investment Management Services
New Hampshire
$35.7K – – –
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